Consensus Cloud Solutions, Inc. (CCSI)
NASDAQ:CCSI
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.48Last Year’s EPS
1.46Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights clear operational and financial progress driven by record Corporate revenue, improved customer metrics (NRR >102%), strong free cash flow, margin resilience, and active capital returns. Offsetting factors include a continued decline in the SoHo channel (though improving), modest consolidated growth, substantial leverage, and planned hiring that will moderate margins. Management reaffirmed guidance and emphasized strategic investments (product rearchitecture and AI) to drive durable Corporate growth.Company Guidance
Consolidated Revenue Growth
Consolidated Q1 2026 revenue of $88.5M, up $1.3M or 1.5% year-over-year and up $1.4M or 1.6% sequentially; fourth consecutive quarter of year-over-year consolidated revenue growth.
Record Corporate Revenue and Acceleration
Corporate revenue reached a record $58.7M in Q1 2026, an increase of $4.4M or 8.2% year-over-year (strongest Corporate YoY growth since Q4 2022) and up 3.4% sequentially.
Improved Customer Metrics and Expansion
Corporate customer base ~65,000, up ~7% year-over-year; Corporate ARPA rose ~3% sequentially to $306; trailing 12-month Net Revenue Retention (NRR) exceeded 102%, up 76 basis points sequentially and ~100 bps YoY.
Strong Profitability and Margin Performance
Adjusted EBITDA of $47.9M (vs. $47.3M prior year) with an EBITDA margin of 54.1%, above the midpoint of the company’s 50–55% guidance range.
Earnings and EPS Improvement
Adjusted net income of $28.9M, up $2.0M or 7.3% year-over-year; adjusted EPS of $1.52, favorable by $0.15 or 10.9% YoY (non-GAAP tax rate 20.5%, ~19M shares).
Robust Free Cash Flow and Cash Position
Q1 free cash flow of $38.5M, up 14% year-over-year; ending cash balance $92.3M, up $17.6M sequentially; Q1 CapEx $7.4M in line with expectations.
Share Repurchases and Capital Allocation
Repurchased ~600k shares in Q1 for ~$17M; total repurchases to date $72M for 2.7M shares with $28M remaining under the $100M Board-authorized plan.
Product and Market Momentum
Soft launch of rearchitected eFax platform and Clarity AI framework to enable workflow automation/AI monetization; FedRAMP High eFax traction and confidence in meeting/exceeding previously projected $9M VA contribution to 2026 revenue.
Reaffirmed Full-Year and Q2 Guidance
Reaffirmed FY2026 guidance: revenue $350–$364M (mid $357M), adjusted EBITDA $182–$193M (mid $187.5M), adjusted EPS $5.55–$5.95 (mid $5.75). Q2 revenue guide $87.9–$91.9M (mid $89.9M), adjusted EBITDA $46.4–$49.6M (mid $48M).
CCSI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CCSI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $28.29 | $34.00 | +20.18% |
Feb 10, 2026 | $22.68 | $24.24 | +6.88% |
Nov 05, 2025 | $29.72 | $24.99 | -15.92% |
Aug 07, 2025 | $20.97 | $23.84 | +13.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Consensus Cloud Solutions, Inc. (CCSI) report earnings?
Consensus Cloud Solutions, Inc. (CCSI) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Consensus Cloud Solutions, Inc. (CCSI) earnings time?
Consensus Cloud Solutions, Inc. (CCSI) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is CCSI EPS forecast?
CCSI EPS forecast for the fiscal quarter 2026 (Q2) is 1.48.